T550 Data Import Headings
Import is available in eForms Standard and eForms Enterprise only
(these headings are also used in the import files for AvanTax Filing Services)
QuickHelps Video - Import data from Excel (CSV & XLSX)
Columns and rows containing “NULL” in their first cell will not be imported.
Cell A1 MUST contain “T550”Column Heading | Description | Type & Size | Comments & Examples |
---|---|---|---|
SALUTATION | Salutation | Text, 5 | |
LASTNAME | Recipient last name | Text, 30 | Required |
FIRSTNAME | Recipient first name | Text, 30 | |
INITIAL | Recipient initial | Text, 1 | |
ADDRESS1 | Address line 1 | Text, 50 | |
ADDRESS2 | Address line 2 | Text, 50 | |
CITY | City | Text, 28 | |
PROV | Province code | Text, 2 | |
POSTAL | Postal code (including space) | Text, 10 | |
COUNTRY | Country, in address | Text, 3 | |
ISSUERNAME | Issuer name | Text, 250 | |
SPECIMENNAME | Specimen name | Text, 250 | |
SPECIMENNUMBER | Specimen number | Text, 13 | |
CONTRACTYEAR | Contract year | Numeric, 4 | |
CONTRACTNUMBER | Contract number | Text, 20 | |
SIN | SIN | Text, 9 | |
TEXTATTOP | Optional text to print at top of slip | Text, 15 | |
EMAILADDRESS | Recipient email address; one email address, or two separated by a semi-colon | Text, 255 | AvanTax eForms Enterprise & AvanTax Filing Services |
OKTOEMAILSLIP | Permission granted to email slip | Yes/No | AvanTax eForms Enterprise & AvanTax Filing Services |
COMPANY.NAME1 | Company associated with slip | Text, 35 | AvanTax eForms Enterprise & AvanTax Filing Services |
COMPANY.COMPANYTAG | Tag associated with company name | Text, 10 | AvanTax eForms Enterprise & AvanTax Filing Services |
SLIPTAG | Subset tag | Text, 10 | AvanTax eForms Enterprise & AvanTax Filing Services |
CUSTOMFIELD | GUID or other unique identifier | Text, 50 | AvanTax eForms Enterprise & AvanTax Filing Services |
CUSTOMPASSWORD | Password for recipient PDF slip | Text, 20 | AvanTax eForms Enterprise & AvanTax Filing Services |